Box, Inc.
US ˙ NYSE ˙ US10316T1043

SecurityBOX / Box, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,674,883 shares
Latest Disclosed Value $ 63,231,627
Dimensional Fund Advisors Lp reports 0.53% increase in ownership of BOX / Box, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,674,883 shares of Box, Inc. (US:BOX) valued at $63,234,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,660,900 shares of Box, Inc.. This represents a change in shares of 0.53% during the quarter. The current value of the position is $71,392,627 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BOX CL A 10316T104 2,674,883 13,983 0.53 63,232 -20.56 0.0028
2026-02-12 2025-12-31 13F BOX CL A 10316T104 2,660,900 9,234 0.35 79,592 -6.99 0.0167
2025-11-12 2025-09-30 13F BOX CL A 10316T104 2,651,666 5,417 0.20 85,569 -5.37 0.0184
2025-08-12 2025-06-30 13F BOX CL A 10316T104 2,646,249 -141,330 -5.07 90,421 5.11 0.0209
2025-05-13 2025-03-31 13F BOX CL A 10316T104 2,787,579 177,129 6.79 86,026 4.29 0.0214
2025-02-13 2024-12-31 13F BOX CL A 10316T104 2,610,450 11,376 0.44 82,492 -3.03 0.0198
2024-11-07 2024-09-30 13F BOX CL A 10316T104 2,599,074 34,406 1.34 85,068 25.45 0.0206
2024-08-09 2024-06-30 13F BOX CL A 10316T104 2,564,668 229,314 9.82 67,809 2.53 0.0177
2024-05-10 2024-03-31 13F BOX CL A 10316T104 2,335,354 128,344 5.82 66,137 17.01 0.0179
2024-02-07 2023-12-31 13F BOX CL A 10316T104 2,207,010 47,220 2.19 56,523 8.10 0.0165
2023-11-09 2023-09-30 13F BOX CL A 10316T104 2,159,790 -18,747 -0.86 52,289 -18.30 0.0171
2023-08-09 2023-06-30 13F BOX CL A 10316T104 2,178,537 109,397 5.29 64,005 15.47 0.0204
2023-05-12 2023-03-31 13F BOX CL A 10316T104 2,069,140 203,831 10.93 55,429 95,467.24 0.0187
2023-02-09 2022-12-31 13F BOX CL A 10316T104 1,865,309 154,557 9.03 58 -99.86 0.0172
2022-11-10 2022-09-30 13F BOX CL A 10316T104 1,710,752 293,034 20.67 41,726 17.06 0.0160
2022-08-12 2022-06-30 13F BOX CL A 10316T104 1,417,718 326,445 29.91 35,644 12.40 0.0128
2022-05-13 2022-03-31 13F BOX CLA 10316T104 1,091,273 170,949 18.57 31,713 31.57 0.0098
2022-02-09 2021-12-31 13F BOX CLA 10316T104 920,324 41,575 4.73 24,103 15.88 0.0073
2021-11-12 2021-09-30 13F BOX CLA 10316T104 878,749 456,957 108.34 20,800 93.00 0.0067
2021-08-12 2021-06-30 13F BOX CLA 10316T104 421,792 191,238 82.95 10,777 103.57 0.0034
2021-05-14 2021-03-31 13F BOX CLA 10316T104 230,554 230,554 5,294 0.0018
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.